Customer Consultant
Based in United Kingdom
Core
A Customer Consultant who engages customers in-branch and via phone to understand their needs and provide tailored financial solutions from a savings range.
Role type
Customer Service Consultant (Financial Services)
Builds
Customer relationships and financial wellbeing outcomes
Domain
UK Financial Services / Building Society
Deliverable
client delivery
Required skills
customer interaction, needs analysis, solution tailoring, record keeping, policy adherence, proactive outreach
Responsibilities
Welcome customers in-branch and over the phone; uncover and understand customer needs; listen to circumstances and offer personalized solutions; proactively reach out to customers via phone; maintain accurate customer records; adhere to policies and standards.